Welcome to The:
Retirement Freedom Masterclass
Here’s What’s Inside:
- The Social Security timing mistake that quietly costs retirees six figures — and how to avoid it.
- The secret to properly timing when you claim Social Security.
- How to comfortably spend 40% more in retirement without running out of money.
- How to avoid feeling like you have check your account balances all the time.
- How to replace your paycheck from work with income that lasts for life.
- The overlooked risk that can sink a well-funded 401(k) or IRA — and how to eliminate it.
- The simple math and bucketing strategy behind making $500k to $1M+ last — without penny pinching or guesswork.
- A clear path and strategy for setting up the retirement of your dreams.
- Full transparency. Nothing behind the Veil. Just the real answers, data, and strategies that help create freedom in retirement.
Not Like a Dinner Workshop
The Average “Steak Dinner Workshop”
Limited information, Must schedule to learn more
60–90 min live talk at a restaurant
Teasers, the Full Info Kept Hidden
Broad and generic (“retirement basics”)
Numbers and product details usually vague
Fast, surface-level, designed to book appointments
Public room full of strangers
Limited scheduling options
A few questions were answered, but stones still left unturned
Retirement Freedom Masterclass
Delivers real transparent information — no obligation
On-demand masterclass you can watch privately, at your own pace
Straight talk — real examples, clear math, and transparent answers
Detailed side-by-side comparisons showing real outcomes
All examples shown in black & white with real math
Calm, structured, and built to be easy to understand and readily applicable
Private, access from anywhere you want
Available when you want it — watch when it’s convenient for you
Clarity on the steps required to secure your retirement future
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Experience You Can Trust
“I was nervous about retiring — but they helped me see the whole picture and gave me confidence to move forward.”
— Mary J., Scottsdale
“They made a complicated plan feel simple. I wish we’d come here five years earlier.”
— Brian & Sandra T., Mesa
“They treated me like a person, not a portfolio. I never felt pressured — just supported.”
— Teresa D., Chandler
“Our old advisor never talked about income or taxes — this team gave us a plan we could actually live on.”
— Kevin M., Sun City
About Stephanie Fullerton
- Over 20 years experience helping Arizona Retirees
- Trusted by thousands Arizona households
- Independent, fiduciary-based advice — no quotas, no product push
- Certified Financial Planner™ (CFP®) professionals on staff
- Faith-based Service and Values: Always putting our client’s needs first.
- Focused on education-first guidance, not sales pitches or one-size-fits-all plans
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This is For You If…
- You are retiring soon (within the next 10 years) or have already retired.
- Have $500k to $1M+ in investable assets
- You want to avoid running out of money in retirement
- You want to learn how to properly time Social Security
- You want to make sure you don’t have to sacrifice lifestyle to go the distance.
- You want the full story, real numbers, and raw details.
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FAQs
Q: What is the cost?
There is no cost. You get access to the Retirement Freedom Masterclass 100% for free.
Q: Will you talk about Social Security?
Yes — we’ll talk about how to properly time it as well as the role it plays in retirement income in the long term.
Q: How do I get access?
You’ll enter your email in the form at the bottom of this page and a secure link will be sent to your email within a few minutes so you can watch immediately.
Q: What if I have less than $500,000 in investable assets?
The information is still applicable and valuable. We work with all kinds of people from all kinds of backgrounds and situations. The case studies and examples we detail in this masterclass are the $500k to $1M range, so we want to make sure people know that up front. But that doesn’t mean that our strategies can’t help you if you have less than that. It’s just giving you a point of reference for the examples given in the masterclass.
Q: Who’s the presenter?
Stephanie Fullerton. Her passion for helping others has been the driving force behind her career and the foundation of Fullerton Financial Planning, which she co-founded alongside her husband, Steve, in 2004. Motivated by a life-changing event that underscored the importance of family, community, and financial security, Stephanie pivoted from being a stay-at-home mom and church ministry leader to becoming an advocate for retirees and pre-retirees across Arizona.
Q: Are you sure this isn’t just a bait and switch?
Fair to ask this. Unfortunately a lot of stuff like that does exist online. This Masterclass shares full details and real numbers. It explains the whole process. We’re not afraid to share our methods. If you do want to meet with us, we won’t say no. You’ll be given that opportunity, but it is not a requirement. Our hope is that you gain real knowledge from this and that it benefits your future — whether you choose to work with us or not.
Only seats left today.
Instant Access:
Retirement Freedom Masterclass
Enter your email below to receive a secure link to watch the Retirement Freedom Masterclass.
Only seats left today.